Below is a summary of investment returns for each of our investment options at 30 September 2023, which was before the merger with Australian Retirement Trust. Please remember that past performance is not a reliable indicator of future performance.
Returns as at end of September 2023 | Super | Transition to Retirement Income Stream (TRIS) | Account-based Pension |
Quarter (%) | 0.06 | 0.03 | 0.07 |
1 year (%) | 4.21 | 4.16 | 4.93 |
5 year (% pa) | 2.03 | 2.00 | 2.41 |
10 year (% pa) | 3.16 | n/a | 3.67 |
Returns as at end of September 2023 | Super | Transition to Retirement Income Stream (TRIS) | Account-based Pension |
Quarter (%) | -0.26 | -0.27 | -0.32 |
1 year (%) | 5.48 | 5.42 | 6.38 |
5 year (% pa) | 2.97 | 2.92 | 3.43 |
10 year (% pa) | 4.30 | n/a | 4.93 |
Returns as at end of September 2023 | Super | Transition to Retirement Income Stream (TRIS) | Account-based Pension |
Quarter (%) | -0.34 | -0.37 | -0.41 |
1 year (%) | 8.03 | 7.06 | 8.26 |
5 year (% pa) | 4.13 | 3.90 | 4.43 |
10 year (% pa) | 5.49 | n/a | 6.10 |
Returns as at end of September 2023 |
Super | Transition to Retirement Income Stream (TRIS) | Account-based Pension |
Quarter (%) | -0.45 | -0.33 | -0.49 |
1 year (%) | 8.86 | 9.02 | 10.31 |
5 year (% pa) | 4.77 | 4.77 | 5.35 |
10 year (% pa) | 6.42 | n/a | 7.18 |
Returns as at end of September 2023 |
Super | Transition to Retirement Income Stream (TRIS) | Account-based Pension |
Quarter (%)* | 0.95 | 0.95 | 1.11 |
1 year (%)* | 3.08 | 3.08 | 3.63 |
5 year (% pa) | 1.08 | 1.08 | 1.27 |
10 year (% pa) | 1.50 | n/a | 1.79 |
* Our investment update (July 2020) provides some context about the low or negative returns from cash investments as a result of current economic conditions and offers some insights into what this might mean for cash investments within superannuation in the near future.
Note: The Fixed Interest option is not available to Retirement Access pension accounts or Defined Benefit accounts with investment choice.
Returns as at end of September 2023 |
Super |
Quarter (%) | -0.17 |
1 year (%) | 2.52 |
5 year (% pa) | 0.78 |
10 year (% pa) | 1.74 |
Note: The Australian Shares option is not available to Retirement Access pension accounts or Defined Benefit accounts with investment choice.
Returns as at end of September 2023 | Super |
Quarter (%) | -2.08 |
1 year (%) | 12.91 |
5 year (% pa) | 7.32 |
10 year (% pa) | 7.78 |
Note: The International Shares option is not available to Retirement Access pension accounts or Defined Benefit accounts with investment choice.
Returns as at end of September 2023 |
Super |
Quarter (%) | -0.29 |
1 year (%) | 15.68 |
5 year (% pa) | 6.87 |
10 year (% pa) | 9.71 |
Please refer to the Member Guide (PDS) and the Reference Guide: Investments or our Annual Report for more information about investments.